Aurora Investment Counsel’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,323
| Closed | -$540K | – | 123 |
|
2022
Q2 | $540K | Buy |
3,323
+120
| +4% | +$19.5K | 0.39% | 113 |
|
2022
Q1 | $627K | Sell |
3,203
-45
| -1% | -$8.81K | 0.4% | 114 |
|
2021
Q4 | $794K | Buy |
3,248
+35
| +1% | +$8.56K | 0.47% | 109 |
|
2021
Q3 | $722K | Buy |
3,213
+155
| +5% | +$34.8K | 0.5% | 105 |
|
2021
Q2 | $698K | Buy |
3,058
+243
| +9% | +$55.5K | 0.49% | 105 |
|
2021
Q1 | $593K | Buy |
2,815
+30
| +1% | +$6.32K | 0.44% | 103 |
|
2020
Q4 | $619K | Buy |
2,785
+20
| +0.7% | +$4.45K | 0.5% | 101 |
|
2020
Q3 | $553K | Buy |
2,765
+215
| +8% | +$43K | 0.46% | 105 |
|
2020
Q2 | $481K | Buy |
+2,550
| New | +$481K | 0.46% | 106 |
|